Avid Bioservices Inc (CDMO)

[Fire Fox]

Great post Sulaco. You nailed it !!!

Thought #7: Wait until front line NSCLC results come out in June and confirm once again in 86 more patients that Bavi works better than Avastin and with a far better safety profile. MOS in the Bavi arm only needs to be 20% better than MOS in the PC arm to establish that Bavi works better than Avastin.

Thought #8: Wait a few more months and see that Bavi is the only drug that can be safely combined with Sorafenib to enhance clinical outcomes in liver cancer.

Thought #9: Wait until the imaging data is released that showing how Bavi opens up new diagnostic frontiers.

Thought #10: Wait until animal studies from the Thorpe/Brekken lab reveal that Betabodies conjugated with toxic payloads cause complete remissions of most tumors. IMO we will see those animal studies before end of calendar 2013.